ICA Group Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

ICA Group Wealth Management’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$731K	Sell	21,894 -75,144	-77%	-$2.53M	0.44%	39
2024 Q1	$3.38M	Buy	97,038 +90,419	+1,366%	+$2.95M	0.68%	32
2023 Q4	$217K	Buy	+6,619	New	+$193K	0.05%	244
2023 Q3	–	Sell	-4,439	Closed	-$126K	–	1039
2023 Q2	$126K	Buy	4,439 +458	+12%	+$12.2K	0.03%	290
2023 Q1	$106K	Hold	3,981	–	–	0.03%	334
2022 Q4	$104K	Buy	+3,981	New	+$103K	0.02%	357

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

ICA Group Wealth Management's SDVY Position: Q2 2024 in Review

ICA Group Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 77% in Q2 2024, selling an estimated $2.53M and leaving 21,894 shares worth $731K. The position accounts for 0.44% of the portfolio, ranked #39.

ICA Group Wealth Management first reported a position in SDVY in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.38M in Q1 2024. 339 funds tracked by Wall St. Rank hold SDVY as of Q2 2024.

ICA Group Wealth Management held 21,894 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $731K as of Q2 2024.
ICA Group Wealth Management sold 75,144 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2024, an estimated $2.53M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.44% of ICA Group Wealth Management's portfolio in Q2 2024, its #39 holding.
ICA Group Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.38M in Q1 2024.
339 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.